Relationship Manager

About BankProv

After nearly 200 years in the business, we want to be more than just your average bank. With a tech-driven mindset, we sought to challenge the status quo of the traditional banking world and deliver a better, “future-ready” banking experience for our clients.

In 2020, we rebranded to BankProv, a tech-enabled commercial bank that offers adaptive and scalable business banking solutions to niche markets like Banking-as-a-Service, Cryptocurrency and renewable energy. We work side-by-side with some of the most innovative fin-tech companies around the world to offer next-gen banking solutions like custom API integrations and our 24/7 payment network, ProvXchange. We’re also one of only a few banks in the country offering full-service banking solutions for crypto-related businesses.

BankProv is an EOS (Entrepreneurial Operating System) company. We share an entrepreneurial spirit, we’re curious, we embrace change, and we’re harnessing the power of our collective genius to create the future of banking. As we continue to grow and expand our presence, both nationally and digitally, we’re looking for individuals interested in learning and growing with us.  

Position Summary

The Relationship Manager is responsible for supporting the sales, service, operations, and cultural performance of the branch team.  Responsibilities include providing assistance to each customer to determine their financial needs with a strong understanding of BankProv structure.

Essential Duties and Responsibilities:

• Provides exceptional customer service building rapport and relationships.
• Strives to guarantee customer satisfaction by engaging with customers to welcome them, personalize the experience and determine the best way to serve them.
• Embraces the Bank’s mission, CORE values and cultural foundation by taking personal initiative and setting a positive example for others to emulate.
• Assists other team members so the bank is represented in a favorable light and actively contributes creative ideas for constant improvements.
• Promotes the banks products and services. 
• Processes financial transactions, practices sound cash handling processes and answers inquiries and/or resolves simple to complex concerns on customer accounts. 
• Attends mandatory training and/or online assignments for regulatory compliance as scheduled.
• Understands and observes all security and regulatory banking requirements to maintain compliance within State and Federal guidelines.
• Answers questions on customers’ accounts.
• Supervisory functions as needed for reviewing and approving transactions, as well as opening and closing the branch as needed. Also will support Sr. Relationship Manager or Relationship Officer with employee relations needs.
• Actively cross sells banks products and services, referring customers to other departments when appropriate.
• Active participant in development and training of branch staff to be cross trained into Relationship Specialist roles, and maybe selected to participate in the Peer Audit or Retail Trainee teams.
• Performs select supervisory functions as needed for reviewing and approving transactions, as well as opening and closing the branch as needed.

Essential Knowledge, Skills and Abilities:

• Strong written and verbal communication skills.
• Ability to work well with customers and employees, as well as actively listen, interpret information, and interact in a positive, helpful manner
• Provides exceptional customer service skills that include assessing customer needs and exceeding customer expectations through recommendations and effective problem resolution consistent with standard practices.
• Ability to educate customers on present features and benefits of products and services in order to meet individual needs. 
• Ability to act individually and within a team environment to achieve branch-wide goals and activities. 
• Must possess excellent judgment with the ability to accept responsibility and handle confidential information.
• Strong organizational skills with the ability to prioritize multiple tasks in any given situation.  Must be able to adapt to change.
• Maintain cash within established limits to reduce bank’s exposure to loss.
• Ability to handle basic math skills.
• Ability to organize and prioritize work, with delegation when necessary.
• Professional dress and demeanor.
• Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships

Education and Experience: 

• High school diploma or GED required.
• Three years of retail industry experience or an equivalent combination of education, training and experience.
• Must have demonstrated ability to supervise or lead a team in current or prior work experience. 

Physical Demands

While performing duties of this job, employee is occasionally required to stand; walk; sit; use hands, or feel objects, tools or controls; reach with hands and arms; speak clearly and hear efficiently. Employees much occasionally lift and/or move up to, or in excess of 50 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

 Work Environment

While performing the duties of this job, the employee is exposed to noise level in the work environment that may be excessive at times.

 Travel

Ability to travel 10% or more of the time may be required. Availability to travel on short notice to meet immediate business needs may be required.